Tatiana
Vinogradov
Wealthspire Advisors
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About this Advisor
Tatiana Vinogradov is a certified financial planner operating in Annapolis, Maryland with 2 years of industry experience. Vinogradov currently works for Wealthspire Advisors. During their career, the advisor has held roles at Gene Dvorkin Insurance Agency, Axa Advisors LLC and Wealthspire Advisors. Vinogradov maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland. Wealthspire Advisors is a financial advisory firm that has its headquarters in New York, NY. It has offices in 17 locations and a total of 250 financial advisors. It has $16 billion in assets among its 6,622 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 40 charities and foundations. Of its 6,622 client accounts, 44% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on the services offered. Fees charged by Wealthspire Advisors most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$16,318,934,315
250
6,622
$2,464,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Tatiana Vinogradov Work History
Tatiana has been registered as a financial advisor for 2 years.*
Wealthspire Advisors
Axa Advisors LLC
Gene Dvorkin Insurance Agency
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tatiana Vinogradov to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthspire Advisors
San Francisco, CA
Reston, VA
New York, NY
New York, NY
New York, NY
New York, NY
Madison, WI
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
